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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,340 | $49,896-45.2% | $80,627-66.1% | $75,173-63.6% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 19.59% | 34.67%-15.1pp | 936.76%-917.2pp | 160.72%-141.1pp |
| Employer contribution / active EE | $2,782 | $1,699+63.7% | $2,723+2.2% | $2,671+4.1% |
| Participant deferral / active EE | $3,585 | $2,992+19.8% | $4,443-19.3% | $4,126-13.1% |
| Admin fee / account holder | $271 | $3,578-92.4% | $5,381-95.0% | $5,651-95.2% |